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The Yearly P&L Calendar

The Yearly Net P&L Calendar shows your profitability month by month across one calendar year, laid out as a grid so you can spot strong and weak months at a glance.

What It Shows

A grid of month tiles (January–December), controlled by its own Year selector, independent of the date range filter used elsewhere on the Dashboard. Each tile shows that month's Net Business P&L — the same per-month calculation as the Monthly graph, just in calendar form:

Per month: (Payouts + Private Account P&L + Other Income) − (Expenses + Challenge Costs − Refunds)

  • Sources: Funded Accounts (approved payouts), Transactions (income and expenses), Private Accounts (realized trading P&L), Challenges (challenge fees, upfront and subscription), refunds (challenge cost refunds)

  • Private Account P&L here includes accounts of any status — Active, Paused, and Closed all count (only Archived accounts are excluded). This is different from the Private Accounts KPI cards, which count Active and Paused only. If you've paused an account, its trading result still shows up in this calendar even though it's excluded from some other Dashboard totals.

Reading the Tiles

  • Green tint — positive month

  • Red tint — negative month

  • Dash, not clickable — no activity recorded for that month. This isn't the same as a $0.00 month — a dash means there's genuinely nothing to calculate, while $0.00 means the month was calculated and came out to exactly zero.

The color wash lets you read a whole year in seconds: a run of green is consistent profitability, scattered red flags the months to investigate.

Expandable Breakdown

Each tile with data expands to show what drove that month's result:

  • Prop Profit — payouts

  • Private Accounts Profit — realized private trading P&L (any status, see above)

  • Expense — general business expenses

  • Challenge Cost — evaluation fees, shown gross (before any refund)

  • Other Income — general business income

There's no separate "Net P&L" row in the breakdown — the bold number at the top of the tile is already that figure. And if a refund applies to that month, you won't see it as its own row here either — refunds are netted into the tile's total only, so the five rows above won't always add up to exactly match the total shown at the top. That's expected: the difference is the refund.

This is where you find why a month was red — a heavy challenge-buying month, a thin payout month, or a private-trading drawdown.

Using It

  • Spot seasonality — do certain months consistently underperform?

  • Connect costs to outcomes — expand a red month to see whether it was investment (challenges) or a genuine shortfall.

  • Compare to payouts — a green month built only on private P&L with no payouts is worth noting; check the Sustainability Meter.

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